Retirement
Most people are comfortable with a do-it yourself approach to the tasks of everyday life. But when it comes down to retirement, it's nice to be able to turn to professional advice and guidance.
This Retirement Center is an invaluable resource to investors. Here you will find articles written by financial professionals, often appear in major financial magazines and websites.
These articles will help you cut through the clutter, providing pertinent investment advice. Our Retirement Center is updated often, providing up to date information on laws/changes and how they affect you.
Develop a successful strategy for your Future. The concept of "retirement" has changed dramatically in the last 20 years. So, too, has the reality of retirement. We live longer, we spend more and we save less. Whether you are starting to think about retirement or if you are already retired, making the right investment and distribution choices can make the difference between enjoying the years or fretting about them. This is not the time to bury your head in the sand. The "retirement" event will not go away; it can only be prolonged. Questions that must be asked and answered include, but are not limited to:
- At what age would you like to retire?
- What will you do when retired?
- How much money will you need to live on?
- How much money will you need to save to meet your goals?
- Do you have other potential sources of income besides personal investments
- What level of risk can you tolerate?
- What is a realistic portfolio withdrawal rate?
05/03/10 - Your Complete Guide to Rolling Over Your 401(K) into an IRA
12/11/09 - To or Through: Issues in Glide Slope Design for Target Date Funds or Portfolios
11/20/09 - The Roth Conversion Mulligan
11/06/09 - A Sanity-Saving Retirement Stock Portfolio
09/18/09 - 401(k): An Accidental Solution to the Retirement Problem
09/04/09 - Target Strategies Often Miss the Mark
09/04/09 - Retirement Plan Solutions for 70+ Workers
08/21/09 - Know the Rules for Roth 401(k) Rollovers
08/21/09 - What's The Minimum I Need To Retire?
08/19/09 - The Glide Slope: An aid to manage risk in retirement accounts
07/28/09 - Roth 401k Rollovers
07/28/09 - Five Years
07/10/09 - 2010: The Year of the Roth Conversion
04/17/09 - Get An Income Makeover Courtesy of Uncle Sam
04/03/09 - Three Whacks and You're Out: Early Retirement with a Defined Benefit Plan
04/03/09 - Life Insurance as Your Retirement Nest Egg?
03/06/09 - Excess Roth Contributions
03/06/09 - Pension Consultants and Fund of Funds: The buck stops where?
03/06/09 - Insult to Injury in Your 401(k)
01/15/09 - Retirement Accounts Get a Chance to Recover
08/01/08 - Retirement Wishes
04/17/08 - Considering Retiring Overseas?
03/26/08 - The Best Retirement Vehicle for Self Employed Business Owners
03/05/08 - 401(k) T n' T (Tips and Terminology) Part II
11/19/07 - Dealing With A Crummy 401(k) Plan
08/17/07 - Roth 401(k) Distribution Rules
02/27/07 - Early Retirement Tactics
01/23/07 - Navigating the IRS's Early Withdrawal Maze
12/04/06 - Keep Time On Your Side
11/21/06 - 2007: The Year You Get in Shape...for Retirement
11/03/06 - How the Pension Protection Act of 2006 Will Affect Your Retirement Plan (Part 2)
10/21/06 - Important Legal Updates You Should Know About Your IRA
10/02/06 - How the Pension Protection Act of 2006 Will Affect Your Retirement (Part 1)
09/11/06 - A Pecking Order for Retirement Spending
08/14/06 - 2010 -- The Year of The Roth IRA?
07/24/06 - The Future for Boomer Women Looks Grim
07/06/06 - Baby Boomers Are Failing To Catch Up
03/27/06 - Retirement Planning for Self Employed Professionals
01/17/06 - IBM Pension Freeze: Is This The Tipping Point?
12/12/05 - Roth Conversions for Retirees
09/01/05 - Roth 401(k) or Traditional 401(k) - Which one is right for you? Part II
08/10/05 - How to Prepare for Retirement
08/02/05 - Surviving in an Era of Cradle to Grave Insecurity!
08/02/05 - Coming Soon: The Roth 401(k)
08/02/05 - An Income You Can Never Outlive
05/16/05 - Social Security Alternatives
04/18/05 - Social Security Reform
03/28/05 - Social Security Reform in Other Countries Part III
03/02/05 - Retirement Planning For Women
03/02/05 - A Social Security Primer II
02/15/05 - A Social Security Primer I
11/18/04 - Section 457 Plans for Municipal and State Employees
11/18/04 - A Gold Plated 401(k)
10/15/04 - Should You Stay In Your Old 401(k) or Roll It Over Into An IRA?
10/01/04 - 403(b) Plans for Not-for-Profit Employees
08/16/04 - Negotiating For a Better Retirement Plan
08/04/04 - Completely Clueless
08/04/04 - DB Plan Termination
06/18/04 - Outliving Your Retirement Savings
01/26/04 - Distribution Solutions for Retirement Assets Settled in a Divorce
01/13/04 - New Stream of Income for Seniors
12/26/03 - IRA Distributions Before Age 59 1/2
10/06/03 - The Retirement Time Bomb
09/28/03 - When It Comes To 401(k) Choices Less Is More Part II
09/18/03 - When It Comes To 401(k) Choices Less Is More Part I
08/14/03 - Retirement Planning and The New Tax Law
08/06/03 - Social Security: Does It Pay To Take It Early?
02/20/03 - How Much Disability Insurance Coverage Do You Need
02/11/03 - Are You Psychologically Ready To Retire?
01/28/03 - New Blackout Rules for 401(k) Plans
01/28/03 - Those Nearing Retirement Still Have Time To Catch Up
01/10/03 - One Lump or Many? - Consider Pension Payout Options Carefully
12/06/02 - Tax-Free Early Roth IRA Earning Withdrawals
09/19/02 - Is Your 401(k) Plan A Failure?
04/16/02 - Fixing A Broken 403b Plan
04/16/02 - IRA Rollovers for 457(b) Plans Just Around the Corner
04/16/02 - Working At Retirement
04/16/02 - Let's Get Back To The Spirit Of ERISA - Preventing Another Enron 401(k) Disaster
04/11/02 - Maximizing Your Tax Advantages: A Pecking Order For Retirement Spending
03/24/02 - Changing Jobs: Smart Moves for Your Pension Plan IV
03/20/02 - Changing Jobs: Smart Moves for Your Pension Plan III
03/14/02 - Changing Jobs: Smart Moves for Your Pension Plan II
03/07/02 - Changing Jobs: Smart Moves for Your Pension Plan I
02/19/02 - Beneficiary Selection for IRA's and Pension Plans
01/28/02 - Get Ready To Play Catch Up
01/13/02 - Preventing Another Enron Disaster
01/12/02 - Retirement Planning vs. College Funding
01/12/02 - More On Company Stock and 401K Plans
01/10/02 - Roth IRA's: Just Do It
12/10/01 - Fill 'Er Roth! Roth or Regular?
11/26/01 - Deciding Whether To Accept An Early Retirement Offer
09/10/01 - The Perils Of Owning Your Company's Stock
08/03/01 - What to Do with Your Employer Nest Egg
08/03/01 - The Survivor Options For IRAs
08/03/01 - Using Charitable Gift Annuities for Retirement Income
08/03/01 - What to Do If Declining Market Has Altered Your Retirement Plan
08/03/01 - Don't Depend On Inheritance To Fund Retirement
06/18/01 - Rethinking Nondeductible IRA's
04/19/99 - Retirement Planning: Not Relying On The Averages
03/15/99 - Retirement Planning: Making It Last Forever
02/24/99 - Retirement Planning: Having It Both Ways
01/08/99 - Retirement Planning: The Accumulation Phase
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